401(k) · DOL Form 5500 · 2023
Kelsey National Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $313,023
- Avg per participant High balance/head
Official DOL plan name: Kelsey National Corporation Retirement Plan · Sponsored by Kelsey National Corporation · California · Finance & Insurance
$7M in assets, 22 participants
Kelsey National Corporation's Kelsey National Corporation Retirement Plan reported $7M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,217 in Finance & Insurance (8,869 peers)
Kelsey National Corporation multi-year trail
Kelsey National Corporation's plans moved +42.4% in assets from 2022 to 2024; this filing shows Kelsey National Corporation Retirement Plan at $7M / 22 participants.
- #3,217
- in Finance & Insurance (8,869 peers)
- +20.8%
- assets growth YoY
Kelsey National Corporation Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Kelsey National Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,886,498 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kelsey National Corporation Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelsey National Corporation Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kelsey National Corporation Retirement Plan reported net income rose from -$639K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Kelsey National Corporation Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kelsey National Corporation Retirement Plan reported participants fell from 24 in the plan year 2022 filing to 22 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 952304695 · Kelsey National Corporation PY 2023 · 401(k)
Kelsey National Corporation Retirement Plan · $7M · 22 · 51st
- PART $7M
- PART 22
- PART 51st
- PART 401(k)
- PART near Sky Solutions LLC 401(k) P/S Plan
- PART ind #3217
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →
Kelsey National Corporation Retirement Plan in the asset neighbourhood
Kelsey National Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Kelsey National Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 42.3596546213612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $6M |
| 2023 | 1 | 22 | $7M |
| 2024 | 1 | 22 | $8M |
Kelsey National Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 952304695 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Kelsey National Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sky Solutions LLC 401(k) P/S Plan in VA ($7M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sky Solutions LLC 401(k) P/S Plan (VA) $7M · 115
- Optronics International, LLC Employees Savings Trust (OK) $7M · 156
- Stoler of Westbury, Inc. 401(k) Plan (NY) $7M · 290
- Corporate Air 401(k) Plan (MT) $7M · 76
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 22 · 0 off
- Ulrich Consulting Group 401(k) Profit Sharing Plan (NM) 22 · 0 off
- Zimmerman Edelson Inc. 401(k) Profit Sharing Plan (NY) 22 · 0 off
- First Bank ESOP/401(k) (OK) 22 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.